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Employer firm

Empower Advisory Group, LLC CRD 112058

$195B regulatory AUM 24 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Empower Advisory Group, Llc

8515 East Orchard Rd 4T2, Greenwood Village, CO 80111 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2026-08-24
  • VA RA
    APPROVED
    Since 2026-08-24

Branch Locations

8515 East Orchard Rd 4T2, Greenwood Village, CO 80111 • United States

Charlottesville, VA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial Llc Charlottesville VA 10/2023 03/2026
Dual North America Naples FL 01/2022 02/2023
Orchid Underwriters Agency Vero Beach FL 01/2020 11/2021
Ryan Specialty Underwriting Managers Chicago IL 09/2015 07/2019
Unemployed Charlottesville VA 07/2019 01/2020
Unemployed Charlottesville VA 02/2023 10/2023
Wealthcare Advisory Partners Llc Charlottesville VA 09/2023 02/2026
Empower Financial Services, Inc Greenwood Village CO 08/2026 Present
Empower Advisory Group, Llc Greenwood Village CO 08/2026 Present
Unemployed Charlottesville VA 03/2026 08/2026
  • 10/2023 → 03/2026
    Lpl Financial Llc
    Charlottesville, VA
  • 01/2022 → 02/2023
    Dual North America
    Naples, FL
  • 01/2020 → 11/2021
    Orchid Underwriters Agency
    Vero Beach, FL
  • 09/2015 → 07/2019
    Ryan Specialty Underwriting Managers
    Chicago, IL
  • 07/2019 → 01/2020
    Unemployed
    Charlottesville, VA
  • 02/2023 → 10/2023
    Unemployed
    Charlottesville, VA
  • 09/2023 → 02/2026
    Charlottesville, VA
  • 08/2026 → Present
    Empower Financial Services, Inc
    Greenwood Village, CO
  • 08/2026 → Present
    Greenwood Village, CO
  • 03/2026 → 08/2026
    Unemployed
    Charlottesville, VA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-01-05
  • S66 Uniform Combined State Law Examination
    2024-01-05
Other Names
  • Lee Oglesby Morris
  • Lee Morris

View on SEC IAPD

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